Episode 2: The Sovereign Stack Strikes Back, AI Agents, Lightning's 8th, and Bitcoin Covenants
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Show Notes
NVIDIA just made their play for corporate AI domination at GTC 2026. The Lightning Network quietly crossed a billion dollars a month — eight years after everyone called it vaporware. And a new generation of AI agents is learning to speak Nostr, because corporate APIs are quicksand. This week's thesis: the sovereign stack isn't winning. It's already here.
Segments:
[00:00] Intro — The battle for the future of computing
[01:00] Segment 1: NVIDIA's Gambit — NemoClaw and the Corporate Agentic Web
[12:00] Segment 2: Happy 8th Birthday, Lightning — The Billion-Dollar Underdog
[22:00] Segment 3: The Agentic Web Speaks Nostr
[32:00] Segment 4: Bitcoin Covenants 101 — CTV, CSFS, and the future of vaults
[42:00] Outro + where to find us
⚡ Zap us on Fountain | Lightning: [email protected]
Not financial advice. Just sovereign signal, no corporate noise.